Top financial advisors in Livermore, CA
We’ve curated a list of the best financial advisors in Livermore, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$49,900,000
Number of advisors
3 advisors
| $49,900,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Livermore, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Livermore. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Orrell Capital Management
Orrell Capital Management, Inc. is a SEC-registered investment adviser established in 1991, located in Livermore, CA. The firm offers investment supervisory services and individual portfolio management on a discretionary basis. Clients' investment objectives, risk tolerance, and liquidity needs are considered in managing their portfolios. The firm also manages the OCM GOLD FUND, a mutual fund registered under the Investment Company Act of 1940. Orrell Capital Management charges annual fees ranging from 0.625% to 1.00% based on assets under management. Additionally, the firm may charge account management fees not exceeding 1.50% and incentive fees based on net profits. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Orrell Capital Management reviews client accounts monthly and provides reports annually. The firm does not engage solicitors for client referrals and does not accept compensation from non-clients. Greg Orrell, the President, has no reportable disciplinary history and oversees all internal supervision. Clients can contact him at 925-455-0802 for any inquiries.
$49,900,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Livermore, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Livermore. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.